This document is a step by step guide for setting up the Tigerpaw integration within BrightGauge.
Step 1 - Log in to your BrightGauge Account
If you haven’t created an account yet, go here to get started.
Once logged in, to get started:
- New Accounts
On first login, from the account Overview page, click on the "Add a Datasource" button:
- Existing Accounts
Click on the "Data" menu at the top righthand corner of the screen, and select "Datasources" from the drop down menu:
Find the "TigerPaw" icon under "All" or under the appropriate category:
Whether a new or existing account, you'll come to datasource settings screen below.Leave this page open as it will be used in Step 4. You can now proceed onto the next steps.
Step 2 - Download and Install BrightGauge Agent
Since Tigerpaw runs off a SQL database, you’ll need to download and configure the BrightGauge Agent. The link to download the BrightGauge Agent is on this screen (Item "A" above). Documentation to help setup configure the BrightGauge Agent can be found here. Make sure to install the BrightGauge agent on a machine somewhere within the same network as your MS-SQL database for Tigerpaw. If you have issues, there are some known issues here or email email@example.com for assistance. If you want to limit the firewall exception to inquiries from our IP addresses, you can see them above item "B" in the image above (blurred out here, login to see the addresses).
Step 3 - Create a SQL user within Tigerpaw database
Once the agent is up and running, you’ll now need to create a SQL user within the Tigerpaw database. Tigerpaw runs off of MS-SQL, so here’s a guide on how to do that. Make sure to enable the user to log into the Tigerpaw database. Often the database has "Tigerpaw" somewhere in the name, but it can also be customized (to use your company name for example). You’ll also need to put this database name for the following step.
Step 4 - Configure the Datasource Settings
Refer to the screenshot below and match the corresponding numbered fields:
1. Connection Name
2. The external IP address for the BrightGauge Agent on your network
3. Port Opened on our firewall
4. Internal IP Address for the Database or Machine Name (if using multiple SQL instances, use the IP or machine name followed by a back slash and then the instance name: 192.168.1.100\instance or SQLServer\instance)
5. Database name (Ex. "tigerpaw")
6. This field is for advanced SQL setups not using the default SQL port (1433). Enter the non-default port in this field. Leave BLANK if using the default SQL port (1433).
7. Username you created in the database
8. Password you created for that username
Step 5 - Test Connection and Save
Once you've filled out all of the fields, make sure to test the connection. If successful, save the connection.
Please note, a common issue we have seen clients experience is with the "AutoFill" feature in web browsers inputting the wrong the credentials for the database user field. When a test connection is successful, the page is refreshed and the autofill takes effect automatically without the user realizing. The user then selects save, accidentally saving the autofilled credentials which are incorrect. A way to prevent this issue is to open a private browsing window (or incognito window) to fill out the datasource configuration page, or simply retyping the credentials after the test connection and clicking "Save".
Dashboards, reports, datasets, and gauges will be added to your account after the datasource is saved. They will start syncing immediately and typically complete syncing after 20-30 minutes.
Your Default Dashboards
- BGS - Managed Assets
- BGS - Sales & Email Activities
- BGS - Sales Leaderboard
- BGS - Service Board
- BGS - Service Leaders
- Client Dashboard Template
- Tech Dashboard
Your Default Reports
- BGS - Activity & Sales Report
- BGS - Daily Sales & Service Huddle
- BGS - SO Waiting Report
- BGS - Sales Leaderboards
- BGS - Service Leaders
- BGS - Weekly Invoice Report
- BGS - Weekly Services Report
- TigerPaw Executive Summary Report
For a list of all default gauges, please visit the "Gauges" section of your account, sort by the Datasource you'd like to see and select for Default.
For additional information, please check out our support forums at support.brightgauge.com.